Report Filters to Reflect Advisor Statistics

You can adjust the report filter settings in NextGen® Enterprise PM to display consecutive totals and counts in the Advisor window for data related to appointments, encounters, claims, charges, payments, adjustments, refunds, outstanding balances, and letters concerning appointment reminders, budgets, collections, and recalls.

The following table shows how to add filters for specific reports in NextGen® Enterprise PM to view totals for appointments, financials, and related communications in the Advisor window.

Advisor Section/Total	Balances to	Filter Settings
Appointments: Total Kept (YTD)	Appointments Listing Report	In the NextGen Report Filter: Appointments Listing window, on the Filter 1 tab, do the following: From the Appt Date list, select Year to Date. From the Appt Statuses list, select Kept. For Confirmed, Rescheduled, and Retained, select Include All. For Deleted, select Exclude.
Encounters: Unbilled	Unbilled Encounters Report	In the NextGen Report Filter: Unbilled Encounterswindow, on the Filter 1 tab, do the following: From the Enc Date list, select All to Date. For Enc Status, select Unbilled.
Encounters: Rebilled	Unbilled Encounters Report	In the NextGen Report Filter: Unbilled Encounterswindow, on the Filter 1 tab, do the following: From the Enc Date list, select All to Date. For Enc Status, select Rebill.
Encounters: Bad Debt	Unbilled Encounters Report	In the NextGen Report Filter: Unbilled Encounterswindow, on the Filter 1 tab, do the following: From the Enc Date list, select All to Date. For Enc Status, select Bad Debt.
Encounters: Total Billed (YTD)	Billed Encounters Report	In the NextGen Report Filter: Billed Encounterswindow, on the Filter 1 tab, do the following: From the Enc Date list, select All to Date. For Enc Status, select Billed.
Claims: Paper Claims Electronic Claims Claims Processed (YTD)	Claims Request Report	In the NextGen Report Filter: Claim Requestswindow, on the Filter 1 tab, do the following: For Request Status, select either the Pending or Archived checkbox. For Media Type, select either the Paper or Electronic checkbox.
Accounts Receivable: Total Charges	Daily Charges Report	In the Default Practice Chargeswindow, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. From the Create Date list, select <none>. From the Service Date list, select <none>.
Accounts Receivable: Total Payments	Daily Payments Report	In the Default Practice Payments window, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. From the Post Date list, select <none>. From the Tran Date list, select <none>.
Accounts Receivable: Total Adjustments	Daily Adjustments Report	In the NextGen Report Filter: Adjustmentswindow, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. From the Post Date list, select <none>. From the Tran Date list, select <none>.
Accounts Receivable: Total Refunds	Daily Refunds Report	In the NextGen Report Filter: Refundswindow, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. From the Post Date list, select <none>. From the Tran Date list, select <none>.
Accounts Receivable: Outstanding AR	Aging Analysis By Line Item Aging Analysis By Encounter Monthly Changes in A/R Report	In the Default Practice Aging Analysis By Encounter window, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. For Enc Status, select the Bad Debt, Billed, History, Rebill, and Unbilled checkboxes.
Letters: Appointment Reminder	File > Print Forms > Letters > Appt Reminders	No search criteria should be entered for the total count.
Letters: Budget	File > Print Forms > Letters > Budget Letters	No search criteria should be entered for the total count.
Letters: Collection	File > Print Forms > Letters > Account Collection Letters and Encounter Collection Letters	No search criteria should be entered for the total count.
Letters: Recall	File > Print Forms > Letters > Recall Letters	No search criteria should be entered for the total count.

The following table shows how to add filters for specific reports in NextGen® Enterprise PM to view totals for appointments, financials, and related communications in the Advisor window.

Advisor Section/Total	Balances to	Filter Settings
Appointments: Total Kept (YTD)	Appointments Listing Report	In the NextGen Report Filter: Appointments Listing window, on the Filter 1 tab, do the following: From the Appt Date list, select Year to Date. From the Appt Statuses list, select Kept. For Confirmed, Rescheduled, and Retained, select Include All. For Deleted, select Exclude.
Encounters: Unbilled	Unbilled Encounters Report	In the NextGen Report Filter: Unbilled Encounterswindow, on the Filter 1 tab, do the following: From the Enc Date list, select All to Date. For Enc Status, select Unbilled.
Encounters: Rebilled	Unbilled Encounters Report	In the NextGen Report Filter: Unbilled Encounterswindow, on the Filter 1 tab, do the following: From the Enc Date list, select All to Date. For Enc Status, select Rebill.
Encounters: Bad Debt	Unbilled Encounters Report	In the NextGen Report Filter: Unbilled Encounterswindow, on the Filter 1 tab, do the following: From the Enc Date list, select All to Date. For Enc Status, select Bad Debt.
Encounters: Total Billed (YTD)	Billed Encounters Report	In the NextGen Report Filter: Billed Encounterswindow, on the Filter 1 tab, do the following: From the Enc Date list, select All to Date. For Enc Status, select Billed.
Claims: Paper Claims Electronic Claims Claims Processed (YTD)	Claims Request Report	In the NextGen Report Filter: Claim Requestswindow, on the Filter 1 tab, do the following: For Request Status, select either the Pending or Archived checkbox. For Media Type, select either the Paper or Electronic checkbox.
Accounts Receivable: Total Charges	Daily Charges Report	In the Default Practice Chargeswindow, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. From the Create Date list, select <none>. From the Service Date list, select <none>.
Accounts Receivable: Total Payments	Daily Payments Report	In the Default Practice Payments window, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. From the Post Date list, select <none>. From the Tran Date list, select <none>.
Accounts Receivable: Total Adjustments	Daily Adjustments Report	In the NextGen Report Filter: Adjustmentswindow, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. From the Post Date list, select <none>. From the Tran Date list, select <none>.
Accounts Receivable: Total Refunds	Daily Refunds Report	In the NextGen Report Filter: Refundswindow, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. From the Post Date list, select <none>. From the Tran Date list, select <none>.
Accounts Receivable: Outstanding AR	Aging Analysis By Line Item Aging Analysis By Encounter Monthly Changes in A/R Report	In the Default Practice Aging Analysis By Encounter window, on the Filter 1 tab, do the following: From the Process Date list, select All to Date. For Enc Status, select the Bad Debt, Billed, History, Rebill, and Unbilled checkboxes.
Letters: Appointment Reminder	File > Print Forms > Letters > Appt Reminders	No search criteria should be entered for the total count.
Letters: Budget	File > Print Forms > Letters > Budget Letters	No search criteria should be entered for the total count.
Letters: Collection	File > Print Forms > Letters > Account Collection Letters and Encounter Collection Letters	No search criteria should be entered for the total count.
Letters: Recall	File > Print Forms > Letters > Recall Letters	No search criteria should be entered for the total count.

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